Prerequisites
You'll need to have your CRM integrated with QuickBooks Online
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to System Settings
Head to 'Settings' and select 'System Settings', then search for "estimates" in the search bar. You'll then see the QuickBooks Confirmed Order Entity Type setting.
Step 2: Select the Order Type
Depending on how you want your CRM orders to be confirmed into your QuickBooks Online account, select either for the orders to be confirmed as Accepted Estimates or as Invoices.
